Plan Snapshot
- Plan Sponsor: Mental Health For Children, INC.
- Sponsor EIN: 237169042
- Sponsor Address: 3995 MARCOLA ROAD, SPRINGFIELD, OR, 97477
- Plan Type: 403(b)
- Total Participants: 111
- Total Assets: $4.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 111 | $4.2M | $256,369 | $167,673 |
| 2023 | 93 | $4.6M | $226,393 | $141,757 |
| 2022 | 82 | $3.9M | $263,698 | $149,191 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| LPL FINANCIAL LLC-RPCP | Investment Advisor | $24,802 | — | $24,802 |
| O'CONNELL PENSION CONSULTING | Recordkeeper | $19,352 | $12 | $19,364 |
| NATIONWIDE | Recordkeeper | $18,168 | — | $18,168 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LPL FINANCIAL LLC-RPCP — Investment Advisor
- NATIONWIDE — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,334
- Estimated Expense Ratio: 1.481% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $64,732 | $26,777 | $19,406 | — | — |
| 2023 | $192 | — | $192 | — | — |
| 2022 | $192 | — | — | — | — |